Investment services provider Morningstar has launched a managed portfolio service for advisers in the UK.
Peter Toogood, investment director for Morningstar OBSR, says that there are few signs of a big rotation out of bonds into equities.
Morningstar has announced that top executives Richard Romer-Lee and Nigel Whittingham have decided to leave the company.
The Fidelity Moneybuilder Global and Fidelity Wealthbuilder funds have been lowered to a single ‘A’ rating from ‘AA’ by OBSR, the qualitative research business owned by Morningstar.
OBSR, part of Morningstar, has lowered its rating on the BlackRock UK fund to 'A' from 'AA', citing the recent manager change.
OBSR, part of Morningstar, has announced updates to its ratings of a number of UK-domiciled funds from providers such as Aviva Investors, Franklin and JPM.
Further ratings changes have been announced by OBSR following its Global Funds Ratings Meeting in October.
Jonathan Boyd rounds up the best news and analysis from www.investmenteurope.net
Morningstar busines OBSR is launching a new certificate scheme to highlight funds that have held an OBSR Fund Rating for five consecutive years or more with the launch of a new certificate scheme.
Jonathan Boyd rounds up the best news and analysis from Investmenteurope.net.
Morningstar, the data and funds analysis company, is adjusting the naming of its new global Analyst Ratings system to avoid confusion with credit ratings.
Market volatility means that despite share price falls equities still face a possible downside, while yields from fixed income could remain low for a while yet, according to OBSR's latest monthly global investment strategy summary.
Funds: State Street and Amundi ETFs open to new markets, Optimum targets German property, HSBC Brazil fund rating
State Street opens ETF platform to UK market, Amundi ETFs register in Germany, Italy, the Netherlands and Switzerland, Optimum taps Berlin property market, HSBC Brazil equity fund loses A rating.
OBSR, the investment fund research and services company, has removed two Latin American equity funds from HSBC from its global fund ratings service following the departure of senior HSBC portfolio manager Jose Cuervo.
Martin Currie to launch Lux emerging markets product, Prudential chooses RCM BRIC fund, AXA departures prompt fund rating suspension, OSBR issues Lux and Ire fund ratings, Threadneedle hits one year for Lux commodities fund.
SLI appoints three fund selectors, LGIM recruits head of global rates from Aberdeen, Investec hires clean power adviser, Mercer recruits retirement specialist from rival, Towers Watson merges investment research teams.
Twenty-two new funds gain three crowns in FE ratings, Skandia International picks up emerging markets funds for offshore range, Schroder UK midcap fund loses OBSR AA rating, Source and BoA ML team up for emerging markets ETF, Octopus hits three years...
Equities are under pressure from short-term factors, but should be buoyed in the medium-term by factors such as above trend global economic growth, says OBSR in its latest monthly Global Investment Strategy note authored by Andy Brunner.
Morningstar is implementing a unified ratings system for its qualitative forward-looking research, which will see funds rated 'AAA', 'AA', 'A', 'Neutral', or 'Negative'.
Fidelity loses Swiss fund rating, ING IM Liquid Euro fund gains top rating, five Ucits funds set to launch on Merchant Capital platform, Citi opens Lux securities desk
UK mutual fund assets at Standard Life reap over £10bn, Invesco departure prompts fund rating withdrawal, State Street to produce KIIDs on behalf of AllianceBernstein Lux, UK boutique tenders bioethanol plant investment opportunity.
Old Broad Street Research says in its latest global investment strategy note that growth rates predicted for 2011 into 2012 are marginally off following a challenging first quarter to the year.
LVAM has had its Europe ex-UK fund removed from the OBSR Fund Ratings Service, following the departures of co-managers Mark Page and Laurent Millet.